+1,815.4%
TSM vs DOV
+286.8%
+1,528.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +0.9% | +0.1% |
| 7D | +4.8% | +1.3% | +3.4% | +4.0% |
| 30D | +4.0% | -8.6% | +12.7% | +9.3% |
| 3M | +2.0% | -13.1% | +15.1% | +10.0% |
| 6M | +25.5% | -8.8% | +34.3% | +31.5% |
| YTD | +44.0% | -1.2% | +45.2% | +44.4% |
| 1Y | +75.4% | +10.7% | +64.7% | +64.3% |
| 3Y | +406.7% | +39.3% | +367.5% | +320.6% |
| 5Y | +285.0% | +16.4% | +268.5% | +244.0% |
| 10Y | +1,815.4% | +302.5% | +1,512.9% | +983.4% |
| All | +1,815.4% | +286.8% | +1,528.6% | +983.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded DOV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling